Nova Technology Corp · TPEX:6613

Nova Technology — Conference Presentation (March 2023)

26 slides from Nova Technology's conference presentation, Mar 29, 2023

  1. Slide 1: NOVA Technology Corp. (6613)

    NOVA (6613) NOVA TECHNOLOGY CORP.(6613) The Expert of manufacturing for facility equipment Commit to the sustainable development of Earth 2023.03.29 Contact information: Jun-Yen Ou Tel: 0905966613 Email: ir@Novatech.com.tw -1-

  2. Slide 2: Disclaimer

    NOVA (6613) Disclaimer  This newsletter is the main and objective factor of the company at the time of the briefing. It summarizes and evaluates the past, present and future operations. It contains forward-looking statements which will be affected by risks, uncertainties and inferences. Some will e

  3. Slide 3: Summary Outline

    NOVA (6613) Company Introduction 4 Operations Overview 9 Summary Outline ESG 18 Future Prospects 22 -3-

  4. Slide 4: Company Introduction

    NOVA (6613) Company Introduction -4-

  5. Slide 5: NOVA Technology Corp. Basic Information

    NOVA (6613) Company Introduction Company Name Company Name NOVA TECHNOLOGY CORP. 6613 Basic Information Chairman President CHIN-LI LIANG David Ma EstabDate lishment TPEx-listed Date June 13, 1997 December 28, 2017 Capital Amount Paid-in capital(number of shares) NTD$ 339,280,000 67,856,000(NT$ 5 per

  6. Slide 6: Business map

    NOVA (6613) Company Introduction Business map Shanghai Winmax Technology Corp. Founded in 2004 Capital: US$4,890 K Suzhou Winmax Technology Corp. Suzhou Founded in 2016 Capital: US$1,000 K NOVA Technology Corp. Taiwan Rayzher Industrial Co., Ltd.(51.31%) Founded in 2007 Capital: NTD$210,000 K Winmeg

  7. Slide 7: Consolidated operating revenue by entity, 2021 and 2022

    NOVA (6613) Company Introduction Revenue % Novatech E&C 2% Suzhou Winmax 1% Winmega Technology Corp. 1% 1% Technology Corp. 9% 11% 25% Rayzher Industrial Co., Ltd. 27% 2021 2022 34% 35% 30% 24% NOVA Technology Corp. Winmax Technology Corp. 2021 Consolidated operating 2022 Consolidated operating Reve

  8. Slide 8: Main Products

    NOVA (6613) Green Sustainable Company Introduction Main Products Integration Services Main Products A D High purity chemical supply and Waste stripper and waste dispensing system solvents recycle system B C E Special gas Wet Process Green energy & Environmental supply system equipment protection Sys

  9. Slide 9: Operations Overview

    NOVA (6613) Operations Overview -9-

  10. Slide 10: Financial information

    NOVA (6613) Operations Overview Financial information NT$ thousand 2021 2022 YOY Net Operating Revenue 6,259,858 8,592,983 37.27% Operating Expense 544,291 739,910 35.94% Income after Income Tax 568,254 796,566 40.18% (Profit attributable to owners of the parent) EPS(NT$ /5 per share)* 8.37* 11.74*

  11. Slide 11: Financial information

    NOVA (6613) NT$ thousand Q4/2022 Q4/2021 YOY Operations Overview Financial information Cash and cash equivalents 2,893,211 1,631,438 77.34% Notes and Accounts receivable 2,072,886 2,226,588 (6.90%) Inventories(include contract 2,904,187 1,868,700 55.41% assets) Long-term investment 186,364 - 100% To

  12. Slide 12: Financial information: cash flows

    NOVA (6613) Operations Overview For the years For the years Financial information NT$ thousand Q4/2022 Q4/2021 ended 2022 ended 2021 Cash and cash equivalents at 1,561,856 1,419,914 1,631,438 1,681,401 beginning of period Net cash flows from 701,224 305,710 1,190,388 613,745 operating activities Net

  13. Slide 13: Regional revenue comparison

    NOVA (6613) Operations Overview Regional revenue comparison 90% 百 79.96% 80% 77.16% 75.37% 70% 60% 55.86% 52.42% 50% 40.99% 41.72% 40% 30% 15.55% 19.04% 16.81% 20% 5.86% 10% 7.29% 5.59% 3.23% 3.15% 0% 2018 2019 2020 2021 2022 ▆▆China ▆▆ Taiwan ▆▆ Others - linear(Taiwan) - 13 -

  14. Slide 14: Industry revenue comparison

    NOVA (6613) Operations Overview Industry revenue comparison 90% 84.61% 百 82.24% 80.20% 80% 70% 65.20% 64.22% 60% 50% 40% 30.43% 30% 24.63% 10.55% 20% 12.35% 8.44% 10.17% 7.45% 7.21% 10% 5.35% 6.95% 0% 2018 2019 2020 2021 2022 ▆▆Semiconductor ▆▆ Panel Optoelectronics ▆▆ Others - 14 -

  15. Slide 15: Operating revenue and net margin

    NOVA (6613) Operations Overview 8,593 Industry revenue comparison 7,000 6,260 6,000 5,000 4,867 4,406 4,000 3,877 3,000 2,000 560 497 568 797 1,000 407 0 2018 2019 2020 2021 2022 ▆▆Operating Revenue ▆▆ Net Margin - linear(Operating Revenue) NT$ million - 15 -

  16. Slide 16: EPS VS Cash Dividends

    NOVA (6613) Operations Overview EPS VS Cash Dividends Cash Dividends 14 12 10 8 6 4 2 0 2018 2019 2020 2021 2022 EPS Cash Dividends Unit:NT$ 2018 2019 2020 2021 2022 * The denomination is NT$5 EPS after Tax* 8.25* 7.33* 6.01* 8.37* 11.74* per share Cash Dividends 7.5 5 4 6 8.5** **1H NT$2 per share

  17. Slide 17: Group manpower

    NOVA (6613) Operations Overview 826 800 Group manpower 726 700 600 479 496 500 441 400 300 200 100 0 2018 2019 2020 2021 2022 ▆▆ Number of people - linear(Number of people ) - 17 -

  18. Slide 18: ESG

    Kedar NOVA (6613) J ck tr a BR AS ay NOVA TEGHNOLOGY Corp. SG o o o o o o o o = 5

  19. Slide 19: Corporate Governance

    NOVA (6613) ESG Corporate Governance 1 2 TOP 5% in corporate TWSE- or TPEx-listed governance companies with a evaluation of TPEx market value between listed companies for TWD 5 to 10 billion three consecutive were evaluated as the top 5% years 3 4 Complete carbon inventory report and Issued sustaina

  20. Slide 20: Sustainable Development

    NOVA (6613) ESG Sustainable Development - 20 -

  21. Slide 21: Occupational Safety

    NOVA (6613) ESG Occupational Safety The 2022 Occupational Health and Safety Index of the Occupational Health and Safety Administration of the Ministry of Labor is based on the public disclosure of occupational health and safety OSH governance, strategies, risks and opportunities, goals and performan

  22. Slide 22: Future Prospects

    NOVA (6613) Fut ure P r o s pec ts - 22 -

  23. Slide 23: Semiconductor expansion

    NOVA (6613) Semiconductor expansion According to statistics from research institutes, the output value of the global semiconductor market will exceed 580 billion yuan in 2022, and may be corrected and pulled back to 510 billion yuan in 2023. Still looking positively. Major foundries in Taiwan includ

  24. Slide 24: Semiconductor expansion

    NOVA (6613) Semiconductor expansion The United States clamps down on the development of semiconductors in China, and the Beijing authorities have made a breakthrough by offering "unlimited subsidies" to mainland-owned semiconductor factories such as SMIC, HUAHONG, and Huawei. Mainland China has devo

  25. Slide 25: SEMI global fab equipment spending

    NOVA (6613) SEMI announced Global fab equipment spending for front-end facilities is expected to 22% ,before rising to US$92 billion in 2024 to reclaim lost ground. Taiwan is retain the global lead . Data Source:YAHOO 03/22 - 25 -

  26. Slide 26: Stock Code: 6613

    Briefing of NOVA for the first three quarters of 2022 The Expert of manufacturing for facility equipment Commit to the sustainable development of Earth Stock Code:6613 - 26 -

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